Our Story

Our Story

Our Story

Our Story

With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.

We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.

With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.

We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.

With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.

We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.

With 60+ years of combined experience in financial services & fintech, our leadership team has observed first hand the inefficiencies in the way companies access capital and M&A markets today.

We created SocraticsAI because we wanted to bring top-tier advisory services to every small & mid-size company.

Our Team

Our Team

Our Team

Our Team

Experience Meets Innovation

20+

years of deal execution

20+

years of deal execution

20+

years of deal execution

20+

years of deal execution

20+

years bulding software + AI

20+

years bulding software + AI

20+

years bulding software + AI

20+

years bulding software + AI

30+

years of financial service sales

30+

years of financial service sales

30+

years of financial service sales

30+

years of financial service sales

$70M

past venture capital raised

$70M

past venture capital raised

$70M

past venture capital raised

$70M

past venture capital raised

Tim Eun, MBA

Founder, CEO & Sales

>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA

Founder, CEO & Sales

>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA

Founder, CEO & Sales

>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Tim Eun, MBA

Founder, CEO & Sales

>$7B M&A executed, $200M+ revenue generated, $70M+ venture capital raised

Derek Boman, MBA

Chief Product Officer

Decade of fintech product & user experience design leadership

Derek Boman, MBA

Chief Product Officer

Decade of fintech product & user experience design leadership

Derek Boman, MBA

Chief Product Officer

Decade of fintech product & user experience design leadership

Derek Boman, MBA

Chief Product Officer

Decade of fintech product & user experience design leadership

David Zaretsky, PhD

Chief Technology Officer

25 years in AI, technology innovation, and leadership

David Zaretsky, PhD

Chief Technology Officer

25 years in AI, technology innovation, and leadership

David Zaretsky, PhD

Chief Technology Officer

25 years in AI, technology innovation, and leadership

David Zaretsky, PhD

Chief Technology Officer

25 years in AI, technology innovation, and leadership

Johan Joseph, CFA

Head of Customer Success

35 years of strategy consulting to financial institutions

Johan Joseph, CFA

Head of Customer Success

35 years of strategy consulting to financial institutions

Johan Joseph, CFA

Head of Customer Success

35 years of strategy consulting to financial institutions

Johan Joseph, CFA

Head of Customer Success

35 years of strategy consulting to financial institutions

Andrew Cohen, CFA, CPA

Head of Modeling & Analytics

6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA

Head of Modeling & Analytics

6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA

Head of Modeling & Analytics

6+ years of CFO, corporate finance, private equity & transaction advisory.

Andrew Cohen, CFA, CPA

Head of Modeling & Analytics

6+ years of CFO, corporate finance, private equity & transaction advisory.

Alec Wilson

Machine Learning Engineer

6+ years of experience in data and machine learning engineering

Alec Wilson

Machine Learning Engineer

6+ years of experience in data and machine learning engineering

Alec Wilson

Machine Learning Engineer

6+ years of experience in data and machine learning engineering

Alec Wilson

Machine Learning Engineer

6+ years of experience in data and machine learning engineering

Strategic Advisors

Strategic Advisors

Strategic Advisors

Strategic Advisors

Empowered by Industry Leaders

Dave Sherwood

Exec. Committee, Invest. Banking Lehman Brothers (retired)

Dave Sherwood

Exec. Committee, Invest. Banking Lehman Brothers (retired)

Dave Sherwood

Exec. Committee, Invest. Banking Lehman Brothers (retired)

Dave Sherwood

Exec. Committee, Invest. Banking Lehman Brothers (retired)

Phil Barnett

Managing Director, Head of FIG, BAML, & Morgan Stanley (retired)

Phil Barnett

Managing Director, Head of FIG, BAML, & Morgan Stanley (retired)

Phil Barnett

Managing Director, Head of FIG, BAML, & Morgan Stanley (retired)

Phil Barnett

Managing Director, Head of FIG, BAML, & Morgan Stanley (retired)

Mike Meyer

CEO, Union Square Advisors

Mike Meyer

CEO, Union Square Advisors

Mike Meyer

CEO, Union Square Advisors

Mike Meyer

CEO, Union Square Advisors

José Maria Liberti

Professor of Finance at DePaul & Northwestern (Kellogg) University

José Maria Liberti

Professor of Finance at DePaul & Northwestern (Kellogg) University

José Maria Liberti

Professor of Finance at DePaul & Northwestern (Kellogg) University

José Maria Liberti

Professor of Finance at DePaul & Northwestern (Kellogg) University

Join Us

Join Us

Join Us

At SocraticsAI, we're building a culture of curiosity, resilience, and innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.

At SocraticsAI, we're building a culture of curiosity, resilience, and innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.

At SocraticsAI, we're building a culture of curiosity, resilience, and innovation. We value open minds, hard work, and the collaborative spirit that drives us forward. Together, we're crafting solutions that matter, for an investment future we believe in.

Tim Eun

Tim Eun

Tim Eun

CEO

CEO

CEO

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.